As an Edward Jones financial advisor, I believe it's important to invest my time in understanding what you're working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do.

In 2010, I began my Edward Jones career as a financial advisor in the Satellite Beach and Indian Harbour Beach, FL, area. I am also proud to be a limited partner with Edward Jones.

I attended Florida State University, graduating in 1990 with a B.S. in marketing and a computer science minor. I also attended the University of Central Florida and graduated in 1995 with a Master of Business Administration. In 2012, I received the AAMS® professional designation from the College of Financial Planning and in 2021, I received the CFP® certification from the CFP Board.

My wife, Kristy, and I have three children (Elijah, Joshua and Gracie). We have lived in the beachside area since 1993. We love the outdoors: surfing, fishing, biking, camping and collecting shells and sea glass, as well as traveling across the globe.

I have been active in Brevard County business and civic affairs for many years. I have served as a member of the Economic Development Commission and on the Resource Development Council. I was co-vice president of the board of directors for the Satellite Instrumental Musical Foundation, and I volunteer as a budget mentor with Love INC, a nonprofit based in Melbourne, FL.

My senior branch office administrator, Michele Myers, has over 14 years of experience and is dedicated to providing you the highest level of service. Michele is also a limited partner with Edward Jones.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Insurance & Annuities
  • Estate & Legacy Strategies

My Personal Interests

  • Spending Time with Family
  • Surfing
  • Fishing
  • Running
  • Snorkeling

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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